QUOTE(Pink Spider @ Jan 22 2015, 05:38 PM)
Just heads up.. sarawak re-election.. political risk.. Traders Kopitiam! V6
Traders Kopitiam! V6
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Jan 22 2015, 05:40 PM
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#421
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Jan 22 2015, 05:42 PM
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#422
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QUOTE(Pink Spider @ Jan 22 2015, 05:40 PM) Classic case of got money but dunno where to park But i always believe there is a future for palm oil plantation, no matter how terrible the CPO price, how much the oversupply, the plantation kenot rugi one.. because their margin is super thick.. where to find such business? Might as well park in company which one knows everything from basement parking to rooftop water tanks |
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Jan 22 2015, 05:44 PM
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#423
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Jan 22 2015, 05:44 PM
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#424
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Jan 22 2015, 05:48 PM
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#425
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QUOTE(Pink Spider @ Jan 22 2015, 05:47 PM) Just like Mideast ppl with their oil Good plantation with good land & oil mill, CPO cost is only about RM 1200-1400 per ton leh... $40? Mari la kitorang takda takut Imagine their margin when oil >$100 Some company can even go lower.. those are the 'more' efficient companies. |
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Jan 22 2015, 06:03 PM
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#426
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QUOTE(holybo @ Jan 22 2015, 05:51 PM) Efficient planters .. high yield per ha & high oil extraction rate = low cost per ton produced.. Yes.. both of them are quite efficient.. BUT.. you look at the high price, seems like market already knows.. This post has been edited by gark: Jan 22 2015, 06:03 PM |
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Jan 22 2015, 06:07 PM
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#427
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QUOTE(holybo @ Jan 22 2015, 06:05 PM) long long time to wait ooh... Another efficient planters is UP.. If want to play the palm oil game... have to look at smaller companies. This post has been edited by gark: Jan 22 2015, 06:08 PM |
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Jan 23 2015, 12:44 PM
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#428
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Jan 23 2015, 01:11 PM
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#429
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QUOTE(felixmask @ Jan 23 2015, 01:05 PM) Nothing to sell also... fruits not ripe yet. Selling un-ripe fruits not gonna fetch good price .. sour and bitter. Need the fruits to ripe then only can taste sweet. Patience while waiting for the fruit to ripe is what makes the big bucks. Waiting too long to sell, you get rotten fruit.. smelly. This post has been edited by gark: Jan 23 2015, 01:14 PM |
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Jan 23 2015, 01:54 PM
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#430
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Jan 23 2015, 04:35 PM
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#431
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All the REIT suddenly sudah gila.. ppl seeking yield?
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Jan 26 2015, 10:21 AM
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#432
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Jan 26 2015, 10:21 AM
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#433
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Jan 27 2015, 10:07 AM
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#434
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QUOTE(Boon3 @ Jan 26 2015, 04:55 PM) Was reading this commentary earlier: I knew you wanted to point out the 'tesco' case .. http://www.thesundaily.my/node/292774 gark ... can see the one lesson to be learn? But i prefer the 'amex' case.. But I rather prefer this.. QUOTE Nonetheless, for those who are discerning and bold, severe downturns in the stock market offer singular buying opportunities. Value investing is not easy to do.. and many do not have the patience nor the emotion to execute them ... This post has been edited by gark: Jan 27 2015, 10:08 AM |
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Jan 28 2015, 10:28 AM
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#435
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Jan 28 2015, 03:38 PM
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#436
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Jan 29 2015, 09:57 AM
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#437
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Jan 29 2015, 11:03 AM
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#438
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QUOTE(Pink Spider @ Jan 29 2015, 10:04 AM) And....... homer masuk longkang. This post has been edited by gark: Jan 29 2015, 11:04 AM |
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Jan 29 2015, 12:44 PM
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#439
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QUOTE(Pink Spider @ Jan 29 2015, 12:25 PM) Because IGB corp don't give up much dividend.. Also earning not stable.. because of property development.. hence higher risk.. People invest in REIT for stability and predictable dividend Q after Q ... not for capital gain. This post has been edited by gark: Jan 29 2015, 12:46 PM |
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Jan 29 2015, 04:23 PM
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#440
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